Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$101K Buy
2,322
+1,676
+259% +$72.8K ﹤0.01% 381
2025
Q1
$29.8K Sell
646
-1,794
-74% -$82.7K ﹤0.01% 458
2024
Q4
$91.8K Buy
2,440
+793
+48% +$29.8K ﹤0.01% 356
2024
Q3
$66.8K Buy
1,647
+375
+29% +$15.2K ﹤0.01% 365
2024
Q2
$44K Hold
1,272
﹤0.01% 397
2024
Q1
$47.8K Hold
1,272
﹤0.01% 394
2023
Q4
$45.7K Hold
1,272
﹤0.01% 396
2023
Q3
$48.1K Hold
1,272
﹤0.01% 367
2023
Q2
$51.8K Buy
+1,272
New +$51.8K ﹤0.01% 366
2018
Q3
Sell
-6,992
Closed -$212K 179
2018
Q2
$212K Buy
+6,992
New +$212K 0.03% 161